Dropbox Sign + Rocketlane

Send signature requests from a template in Dropbox Sign when new forms are submitted in Rocketlane

Speed up your workflow with this integrated solution of Rocketlane and Dropbox Sign. Whenever a form is submitted in Rocketlane, a signature request from your chosen template in Dropbox Sign is instantly sent out. This seamless integration not only saves valuable time but also helps streamline your document management tasks, eliminating the hassle of manual intervention. Enjoy a more efficient and productive way of managing forms and signature requests.

When this happens...
Form Submitted
Triggers when a form response is submitted.
TriggerInstant
automatically do this!
Send Signature Request From Template
Sends a HelloSign template out for signature request.
ActionWrite

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Supported triggers and actions

What does this mean?

Account Created
Triggers when a new account is created.
Trigger
Instant
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CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
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Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
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- Changed Project Field
Trigger
Instant
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- Project
- Assignees
Trigger
Instant
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- ProjectRequired
Action
Write
- Company NameRequired
- Project Template
- Team Members
- Auto Allocation
Action
Write

- CommentRequired
- Task IdRequired
- PrivateRequired
Action
Write
- ProjectRequired
- TemplatesRequired
Action
Write
- ProjectRequired
Action
Write
- Project IdRequired
Action
Search
- Search ByRequired
Action
Search
- Task IdRequired
Action
Search
Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Trigger
Instant
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Signature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Trigger
Instant
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- TemplateRequired
- Is Your HelloSign API Plan Paid?
- Subject
- Message
- After Signing Redirect URL
- Title
- Metadata #1 Name
- Metadata #1 Value
- Metadata #2 Name
- Metadata #2 Value
Action
Write

- Changed Account Field
Trigger
Instant
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- Form TemplateRequired
Trigger
Instant
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Project Created
Triggers when a new project is created.
Trigger
Instant
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Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
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- Changed Task Field
Trigger
Instant
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- Account Name
Action
Write
- ProjectRequired
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- ProjectRequired
Action
Write
- CompanyRequired
Action
Write
- Task IdRequired
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Email Id
Action
Search
Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Trigger
Instant
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Signature Request Viewed
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Trigger
Instant
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- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Dropbox Sign

Dropbox Sign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!